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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,178 | $160,070-23.0% | $147,117-16.3% | $145,897-15.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.61% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,688 | $5,285-68.1% | $4,932-65.8% | $4,663-63.8% |
| Participant deferral / active EE | $1,870 | $8,419-77.8% | $8,065-76.8% | $6,689-72.0% |
| Admin fee / account holder | $2,845 | $15,035-81.1% | $12,993-78.1% | $13,390-78.8% |